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Western Digital

551 hedge funds and large institutions have $18.7B invested in Western Digital in 2014 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 187 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $274M | Put options by funds: $160M

18% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 49

1% more capital invested

Capital invested by funds: $18.5B → $18.7B (+$201M)

1% more funds holding

Funds holding: 546551 (+5)

0.41% more ownership

Funds ownership: 102.82%103.23% (+0.41%)

20% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 233

23% less funds holding in top 10

Funds holding in top 10: 3023 (-7)

Holders
551
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
15.84%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.66%
New
58
Increased
187
Reduced
233
Closed
49
Calls
$274M
Puts
$160M
Net Calls
+$114M
Net Calls Change
+$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GIS
501
Guardian Investor Services
New York
$144K -$5.29K -79 -4%
TAM
502
Tocqueville Asset Management
New York
$137K +$114K +1,701 +649%
MFS
503
MSI Financial Services
Massachusetts
$131K +$1.88K +28 +2%
TIM
504
Tortoise Investment Management
New York
$129K
Envestnet Asset Management
505
Envestnet Asset Management
Illinois
$118K +$67.3K +1,004 +145%
GLI
506
Guardian Life Insurance
New York
$109K
RNS
507
Robert N. Shapiro
$102K
W
508
Wealthfront
California
$95K +$17.4K +259 +25%
JFGIW
509
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92K
SOAMC
510
Spirit of America Management Corp
New York
$92K
IRS
511
Invictus RG (Singapore)
Singapore
$86K -$193K -2,873 -70%
SAMC
512
Shinko Asset Management Company
Japan
$80K
ICM
513
ICC Capital Management
Florida
$79K -$12.9K -192 -15%
NIM
514
NuWave Investment Management
New Jersey
$76K +$21.6K +323 +42%
WA
515
WealthTrust-Arizona
Arizona
$68K -$7.31K -109 -10%
CL
516
CFS LLC
Oklahoma
$66K
AW
517
Alpha Windward
Massachusetts
$59K +$56.9K +849 New
MAM
518
Mizuho Asset Management
Japan
$53K +$20.4K +305 +67%
GAM
519
Gemmer Asset Management
California
$48K
JWA
520
JFS Wealth Advisors
Pennsylvania
$44K +$42.6K +635 New
TCM
521
Tradewinds Capital Management
Washington
$42K
HR
522
Howe & Rusling
New York
$40K -$3.48K -52 -8%
BRWM
523
B. Riley Wealth Management
Tennessee
$36K
FHA
524
First Horizon Advisors
Tennessee
$36K +$4.22K +63 +14%
MCM
525
Manchester Capital Management
Vermont
$27K -$8.85K -132 -25%

WDC Hedge Fund Activity: Q2 2014 in Review

551 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Western Digital (WDC) for Q2 2014, worth a combined $18.7B — up 1.1% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new WDC positions and 49 closed out — a net gain of 9 holders — while 187 added to existing stakes and 233 trimmed.

The largest buyer was Norges Bank, adding an estimated $234M. The largest seller was Turiya Advisors Asia, exiting entirely with an estimated $181M sold.

  • 551 institutional investors held Western Digital (WDC) as of Q2 2014, up from 546 in Q1 2014.
  • Funds reported $18.7B of Western Digital stock for Q2 2014, up 1.1% quarter-over-quarter.
  • 58 funds opened new Western Digital positions in Q2 2014 and 49 closed out, a net change of +9 holders.
  • The largest Western Digital buyer in Q2 2014 was Norges Bank, an estimated $234M added.
  • The largest Western Digital seller in Q2 2014 was Turiya Advisors Asia, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.